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Canadian (TSX) Specialty Stores Industry Analysis

UpdatedJul 09, 2026
DataAggregated Company Financials
Companies14
  • 7D-6.2%
  • 3M-8.7%
  • 1Y51.5%
  • YTD-5.0%

Over the last 7 days, the Specialty Stores industry has dropped 4.5%, driven by Aritzia declining 7.2%. Over the past 12 months, the industry was up 56%. As for the next few years, earnings are expected to grow by 20% per annum.

Industry Valuation and Performance

Has the Canadian Specialty Stores Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Jul 2026CA$27.2bCA$15.2bCA$1.1b20.5x25.7x1.8x
Sat, 06 Jun 2026CA$32.6bCA$15.1bCA$1.0b27x32.3x2.2x
Mon, 04 May 2026CA$32.8bCA$14.9bCA$986.8m22.6x33.3x2.2x
Wed, 01 Apr 2026CA$26.5bCA$14.8bCA$903.3m19.2x29.3x1.8x
Fri, 27 Feb 2026CA$32.4bCA$15.0bCA$898.5m26.3x36.1x2.2x
Sun, 25 Jan 2026CA$28.7bCA$14.9bCA$900.3m22.2x31.9x1.9x
Tue, 23 Dec 2025CA$28.7bCA$14.6bCA$835.5m21.2x34.4x2x
Thu, 20 Nov 2025CA$24.5bCA$14.5bCA$794.8m20.4x30.9x1.7x
Sat, 18 Oct 2025CA$24.4bCA$14.6bCA$795.0m21.1x30.6x1.7x
Mon, 15 Sep 2025CA$22.7bCA$14.4bCA$747.0m22.2x30.4x1.6x
Wed, 13 Aug 2025CA$19.3bCA$14.4bCA$711.0m20.5x27.2x1.3x
Fri, 11 Jul 2025CA$18.0bCA$14.1bCA$674.5m20.6x26.7x1.3x
Sun, 08 Jun 2025CA$15.8bCA$14.0bCA$627.6m16.5x25.1x1.1x
Tue, 06 May 2025CA$13.4bCA$13.9bCA$627.1m14.4x21.4x1x
Thu, 03 Apr 2025CA$12.6bCA$13.7bCA$581.2m19.2x21.7x0.9x
Sat, 01 Mar 2025CA$14.4bCA$14.5bCA$500.7m17x28.8x1x
Mon, 27 Jan 2025CA$15.4bCA$14.5bCA$482.6m18.1x31.9x1.1x
Wed, 25 Dec 2024CA$14.6bCA$14.4bCA$450.6m18.1x32.3x1x
Fri, 22 Nov 2024CA$10.6bCA$13.5bCA$298.5m21.9x35.5x0.8x
Sun, 20 Oct 2024CA$10.9bCA$13.7bCA$332.0m25.1x33x0.8x
Tue, 17 Sep 2024CA$12.3bCA$14.6bCA$370.5m22.9x33.2x0.8x
Thu, 15 Aug 2024CA$11.6bCA$14.8bCA$430.5m34.9x26.9x0.8x
Sat, 13 Jul 2024CA$10.9bCA$14.7bCA$427.5m22.8x25.4x0.7x
Mon, 10 Jun 2024CA$10.3bCA$14.9bCA$460.7m21.3x22.4x0.7x
Wed, 08 May 2024CA$10.9bCA$15.8bCA$411.2m14.8x26.5x0.7x
Fri, 05 Apr 2024CA$10.9bCA$15.9bCA$428.0m14.9x25.6x0.7x
Sun, 03 Mar 2024CA$10.6bCA$15.7bCA$457.1m17.8x23.2x0.7x
Tue, 30 Jan 2024CA$10.1bCA$14.9bCA$441.2m16.4x22.9x0.7x
Thu, 28 Dec 2023CA$9.2bCA$14.9bCA$469.5m15.8x19.6x0.6x
Sat, 25 Nov 2023CA$8.4bCA$14.9bCA$487.4m15.2x17.2x0.6x
Mon, 23 Oct 2023CA$8.4bCA$15.9bCA$465.8m13.6x18x0.5x
Wed, 20 Sep 2023CA$8.4bCA$16.0bCA$508.0m11.8x16.5x0.5x
Fri, 18 Aug 2023CA$8.8bCA$16.0bCA$521.5m12.7x16.8x0.5x
Sun, 16 Jul 2023CA$7.2bCA$14.7bCA$438.6m13.3x16.5x0.5x
Price to Earnings Ratio

16.5x


Total Market Cap: CA$7.2bTotal Earnings: CA$438.6mTotal Revenue: CA$14.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Canadian Specialty Stores Industry Price to Earnings3Y Average 26.8x202420252026
Current Industry PE
  • Investors are relatively neutral on the Canadian Specialty Retail industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 26.8x.
  • The 3-year average PS ratio of 1.1x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Specialty Retail industry have grown 34% per year over the last three years, while revenues have remained mostly flat.
  • This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

Which industries have driven the changes within the Canadian Consumer Discretionary industry?

CA Market0.18%
Consumer Discretionary-2.17%
Specialty Stores-6.17%
Computer and Electronics Retail6.76%
Home Furnishing Retail1.85%
Specialty Stores0.80%
Automotive Retail-1.75%
Home Improvement Retail-3.37%
Apparel Retail-7.72%
Industry PE
  • Investors are most optimistic about the Apparel Retail industry even though it's trading below its 3-year average PE ratio of 39.8x.
    • Analysts are expecting annual earnings growth of 21.4%, which is lower than the prior year's growth of 91.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Apparel Retail industry, expecting annual earnings growth of 21% over the next 5 years.
  • However this is lower than its past earnings growth rate of 92% per year.
  • In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 3.2% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LNF Leon's FurnitureCA$24.342.2%
+CA$35.8m		-11.8%PE10.8x
PET Pet Valu HoldingsCA$18.571.0%
+CA$12.9m		-43.9%PE13.2x
KITS Kits EyecareCA$14.070.9%
+CA$4.1m		-14.1%PE137.4x
ACQ AutoCanadaCA$22.990.4%
+CA$2.3m		1.1%PE59.2x
GBT BMTC GroupCA$13.000.5%
+CA$2.2m		-7.5%PE9.3x

Latest News

DIV
CA$4.60
Diversified Royalty
7D
-3.2%
1Y
40.7%
GRGD
CA$48.56
Groupe Dynamite
7D
-9.3%
1Y
77.7%
ATZ
CA$145.08
Aritzia
7D
-7.2%
1Y
94.5%
Narrative Update • Jul 07

ATZ: Higher Margin Assumptions And Lower Discount Rate Will Shape Future Returns

Aritzia's updated fair value estimate has moved from CA$128.92 to CA$150.86 as analysts reflect higher assumed revenue growth, wider profit margins, a lower discount rate, and recent upward revisions to Street price targets from firms including Canaccord, Stifel, CIBC, RBC Capital, TD Securities, and National Bank. Analyst Commentary Recent Street research on Aritzia has centered on higher stated price targets, but the tone across reports still leaves room for caution.
ACQ
CA$22.99
AutoCanada
7D
0.4%
1Y
1.1%
PET
CA$18.57
Pet Valu Holdings
7D
1.0%
1Y
-43.9%
Narrative Update • Jul 03

PET: Weaker Margins And Index Removal Will Reshape Risk Profile

The analyst price target for Pet Valu Holdings is updated from CA$28 to CA$17, as analysts factor in lower fair value and profit margin assumptions, along with reduced P/E expectations following recent target cuts across the Street. Analyst Commentary Recent research updates on Pet Valu Holdings point to a more cautious tone, with several bearish analysts trimming price targets and, in at least one case, downgrading the stock.
NXT
CA$0.11
NextGen Digital Platforms
7D
22.2%
1Y
-81.7%
LNF
CA$24.34
Leon's Furniture
7D
2.2%
1Y
-11.8%
Narrative Update • Jun 26

LNF: Edmonton Distribution Investment Will Support Long Term Efficiency And Earnings Potential

Leon's Furniture now carries a lower implied fair value of CA$27.00, with analysts trimming their price targets by CA$2 to CA$3 in response to updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent research on Leon's Furniture points to a more cautious stance, with several bearish analysts cutting their price targets by CA$2 to CA$3.
XAU
CA$14.97
Goldmoney
7D
-0.9%
1Y
69.0%
GBT
CA$13.00
BMTC Group
7D
0.5%
1Y
-7.5%
KITS
CA$14.07
Kits Eyecare
7D
0.9%
1Y
-14.1%
BILD
CA$2.58
BuildDirect.com Technologies
7D
-4.4%
1Y
72.0%
DPF
CA$0.14
Dr. Phone Fix Canada
7D
3.8%
1Y
-28.9%